See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,106 | $210,408-87.6% | $153,485-83.0% | $145,922-82.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 15.11% | 13.37%+1.7pp | 15.65%-0.5pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,890 | $6,048-52.2% | $5,039-42.6% | $4,660-38.0% |
| Participant deferral / active EE | $10,222 | $7,975+28.2% | $6,757+51.3% | $6,688+52.8% |
| Admin fee / account holder | $9,835 | $19,419-49.4% | $12,724-22.7% | $13,397-26.6% |